Carrie Donelson
Denver
Summary
Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
20
20
years of professional experience
Work History
Account Manager
SymphonyAI
10.2023 - Current
- Mange high profile clients with 2.1 million in revenue.
- Increased new client revenue by 100% from 2024 to 2025.
- Increase client satisfaction by building strong relationship's and addressing their needs promptly.
- Negotiated renewal contracts to increase profitability.
- Successfully resolve escalated issues, preventing potential loss of clients and gaining increased customer loyalty.
- Review contracts to determine possible disputes and increase potential income.
- Analyze audit findings to uncover applicable variances
Mortgage Loan Officer
Key Bank
02.2022 - 09.2023
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Trained bankers in educational seminars
- Analyzed loan applications and credit reports to determine loan eligibility and risk level
- Delivered timely updates on loan status, communicating proactively with all parties involved
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Participated in industry events and conferences to build relationships
Mortgage Loan Officer
Wells Fargo
01.2017 - 02.2022
- Successfully managed a book of 900 clients
- Ranked top 3 sales producer in 2018,2019, 2020, and 2021
- Maintained a high level of client engagement, satisfaction and loyalty as measured by ranking #1 in client satisfaction scores year over year.
- Managed production in 5 different branches and unlocked additional opportunities within the bank portfolio
- Organized and led first time home buyer seminars for the community across the Denver metro area
Small Business Owner
Little Monkey Bizness
03.2010 - 05.2015
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Promoted business via social media to generate leads and maximize brand identity.
- Enhanced company reputation by consistently delivering exceptional service quality to customers.
- Developed staff to advance upward in the organization
Department Manager
Bed Bath and Beyond
01.2005 - 03.2010
- Managed sales force of over 20 employees
- Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
- Collaborated with other departments to ensure seamless coordination in achieving company-wide objectives.
- Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
- Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
Education
Bachelor of Science -
Colorado State University
Fort Collins, CO12-1994
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Critical thinking
- Data Analytics
- Business Development
- Leadership
- CRM experience
- Microsoft office/excel proficiency
Timeline
Account Manager
SymphonyAI
10.2023 - Current
Mortgage Loan Officer
Key Bank
02.2022 - 09.2023
Mortgage Loan Officer
Wells Fargo
01.2017 - 02.2022
Small Business Owner
Little Monkey Bizness
03.2010 - 05.2015
Department Manager
Bed Bath and Beyond
01.2005 - 03.2010
Bachelor of Science -
Colorado State University
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